10-Part Investor Presentation Outline Vision Summary Market Pain Solution Competition Marketing & Sales Plan Team Milestones Financial projections/needs Conclusion Note: The slides with black text are just examples and/or directions. The slide with all gray text are the slides you should modify and use as your investor presentation.
SLIDE 0: COVER SLIDE Include contact info Name Email Phone Website
LOGO Company Name Joe Smith CEO joesmith@joescompany.com 555-555-5555 www.joescompany.com
VISION (and Attention Grabber) SLIDE 1: VISION (and Attention Grabber) Did you know that by 2030, there will be 71.5 million Americans over the age of 65, which is more than double the current number… yet still no company has figured out how to ….. Well, today, I’m going to show you a world in which this problem is solved once and for all…. Have you ever waited in a long line at a grocery store? And gotten pretty frustrated. Well, our vision is to make sure this never happens again. And in the next 20 minutes, I’m going to show you how we’re going to achieve this.
SLIDE 2: SUMMARY Elevator Pitch What company does Key pain solved Company status Why exciting/unique success factors
Summary Acme Corp offers…. We solve the problem of…. We launched on [date], and since then, we have …. Unique success factor 1 Unique success factor 2 Unique success factor 3
SLIDE 3: MARKET PAIN Why does the market need you/what is the problem? For whom is it a problem? How big is the pain?
Market Pain 465,000 new moms each month Only 12% have time to XYZ Only current solution costs $Z, which 90% of new moms can’t afford
SLIDE 4: SOLUTION How do you solve the pain? Show/describe your product or service
Solution
SLIDE 5: COMPETITION How are customers currently solving their pain? What are your competitive advantages?
Competition XYZ company offers this ABC company offers that Why we will beat them: Reason 1 Reason 2 Reason 3
SLIDE 6: MARKETING & SALES PLAN What is your plan to acquire customers? How long is your sales cycle?
Marketing & Sales Plan Working with these distributors Have these partners Will run this campaign
SLIDE 7: TEAM Who are the key members of your team? What are their credentials/ past accomplishments?
Team Joe Smith, CEO Ralph Jones, COO Mary Thompson, CMO Former owner of ABC company Ralph Jones, COO Former VP at ABC company Mary Thompson, CMO Former Director at Acme company
SLIDE 8: MILESTONES What are the upcoming milestones that your company will accomplish? What is the timeline?
Milestones
FINANCIAL PROJECTIONS/NEEDS SLIDE 9: FINANCIAL PROJECTIONS/NEEDS How much money do you need to achieve your milestones? And when? What are your financial projections? Will you need more money & why? (if applicable)
Financial Projections Need $X Need $Y Need $Z
SLIDE 10: CONCLUSION Reiterate vision / tell inspirational story Reiterate key points & “unique success factors”
Conclusion We are position to…. Unique success factor 1